David Wu is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and eight years of industry experience. His background includes roles in estate planning services and health insurance, where he provides bilingual Medicare Advantage support to seniors. Outside of his advisory work, Wu serves as a long-distance track coach at Francisco Middle School and offers occasional college consulting and estate planning education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models. The firm manages both discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser.

Diane Tycangco is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Aurum Capital Management and Franklin Templeton. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients along with institutional investors, offering portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions as well as alternative investment placement.

Curt Radetich is a financial advisor with VOYA Financial Advisors, Inc. and Radetich Wealth Management LLC, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior firms include Charles Schwab and TD Ameritrade. In addition to his advisory roles, he is an author of a financial education book titled "FUTURE-PROOF WEALTH Strategies" and engages in fixed insurance product sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to tailor investment recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

William Donnelly is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds the Series 63 designation and has worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. He is also the CEO and president of Donnelly Accountancy Corporation, a CPA firm, and has been involved in both accountancy and investment advisory businesses for several decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Fabian Garces is a CFP® and CFA® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Calvo Enterprises. Garces serves as Vice-Chairman and Chair of the Asset/Liability Committee on the Board of Directors for Bank of Saipan, a community bank. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with tax and fee sensitivity, using a combination of active and passive strategies, third-party managers, and tactical overlays, tailoring portfolios to clients’ specific needs.

Melody Suehiro is a CFP® professional with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following positions at Galileo Planning Group and BNY Mellon. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Kalyani Chandra is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. Prior to joining Schwab, she worked for the Internal Revenue Service in the Estate & Gift Tax division for sixteen years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Shao Tsung Tseng is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. Prior to joining Independent Financial Group in 2015, he briefly worked at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory role, he is also licensed as a California insurance agent offering various insurance products. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans, providing investment advisory and brokerage services. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring client portfolios based on risk tolerance and ongoing due diligence.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

Kevin Ryan is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northern Trust Securities, Inc. and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon at firms of its size.

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.

Jon Goldstein is a financial advisor at Cresset Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Goldstein is also involved in winemaking through CV Wine, LLC, where he makes and sells wine. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive implementation, and manager selection across multiple asset classes, including alternatives.

Phillip Campit is a financial advisor at Mariner with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Summitry, LLC, TIAA Financial, EquityBee Securities LLC, Charles Schwab, and Mass Mutual Investors Services. Outside of his advisory work, he maintains a food blog based in San Mateo, California. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide customized portfolios and also delivers integrated tax, accounting, and family office services.

Trinh Tuyen Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. In addition to his advisory role, he is an independent optometrist working on a contract basis and teaches financial education through the Hartland Institute of Financial Education. Tran has been with Transamerica Financial Advisors since 2015 and has prior experience with World Financial Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets under management as of late 2025.

Paolo Ferretti is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at Roof, Eidam & Maycock from 2010 to 2017. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Liangchih Lin is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds the ChFC® designation and Series 63 license and has eight years of industry experience. Prior to joining Eagle Strategies in 2025, Lin worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018, and he has previous experience at Lyft and Uber. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Angela Lau is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has been with CitiGroup since 2014 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and specialized trading activities.

Renvir Gellon is a financial advisor with Schwab Wealth Advisory holding a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., Gellon worked at Morgan Stanley and Fisher Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Kate Keller is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2024. She previously worked at Blakely Financial Services, Inc. and LPL Financial, LLC. Keller retains a nominal share ownership in Blakely Financial Services, which she is in the process of surrendering. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, with notable tax and accounting integration uncommon for firms of its size.

Ramakrishna Gadiraju is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Antiva Biosciences and Nektar Therapeutics. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing several billion dollars in assets.